Filed October 28, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $698 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,749 | $137,414-39.1% | $189,513-55.8% | $85,850-2.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 15.87% | 38.14%-22.3pp | 555.15%-539.3pp | 318.53%-302.7pp |
| Employer contribution / active EE | $3,715 | $4,344-14.5% | $6,162-39.7% | $2,565+44.8% |
| Participant deferral / active EE | $4,794 | $6,260-23.4% | $8,221-41.7% | $3,952+21.3% |
| Admin fee / account holder | $23 | $8,630-99.7% | $12,045-99.8% | $6,260-99.6% |